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Name Holding Trade Value Shares
Change
Change in
Stake
PTCG
4401
Pring Turner Capital Group
California
$2.8M +$14.1K +60 +0.5%
FAM
4402
Fairtree Asset Management
South Africa
$2.79M +$2.63M +11,154 New
SFS
4403
Solitude Financial Services
Virginia
$2.79M -$212K -900 -7%
SWA
4404
ShankerValleau Wealth Advisors
Illinois
$2.78M +$1.41M +6,000 +117%
Cohen & Steers
4405
Cohen & Steers
New York
$2.78M +$150K +635 +6%
RS
4406
Rakuten Securities
Japan
$2.78M -$967K -4,103 -27%
CGF
4407
Constant Guidance Financial
Massachusetts
$2.78M -$758K -3,215 -22%
GWM
4408
GK Wealth Management
Nevada
$2.78M +$2.61M +11,088 New
EPP
4409
ETF Portfolio Partners
Kansas
$2.78M +$118K +500 +5%
DFP
4410
Defined Financial Planning
California
$2.78M +$2.61M +11,087 New
FOR
4411
Family Office Research
Maryland
$2.77M +$2.61M +11,075 New
VFP
4412
Vested Financial Planning
California
$2.77M +$2.6M +11,046 New
AIM
4413
AMI Investment Management
Indiana
$2.76M -$12.5K -53 -0.5%
CCM
4414
Chiron Capital Management
Florida
$2.76M +$287K +1,217 +12%
AF
4415
Ally Financial
Michigan
$2.75M +$2.59M +11,000 New
LA
4416
Latitude Advisors
Florida
$2.75M -$1.48M -6,263 -36%
AWM
4417
Allen Wealth Management
North Carolina
$2.75M +$24.7K +105 +1%
SCP
4418
Stevens Capital Partners
Nebraska
$2.75M +$331K +1,405 +15%
PPC
4419
Pennington Partners & Co
Maryland
$2.74M +$2.58M +10,961 New
FWP
4420
Forefront Wealth Partners
Texas
$2.74M +$2.58M +10,954 New
MAS
4421
MPWM Advisory Solutions
Georgia
$2.73M +$2.57M +10,910 New
PCC
4422
Park Circle Company
Maryland
$2.73M
LRIA
4423
Leonard Rickey Investment Advisors
Washington
$2.73M -$66.7K -283 -3%
BAM
4424
Blueshift Asset Management
New Jersey
$2.73M -$423K -1,794 -14%
PFG
4425
Pinnacle Financial Group
Illinois
$2.72M -$391K -1,657 -13%